The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients

February 15, 2023

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Top 5 Roundtables! Listen as Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, share how The Bucket Plan® can simplify asset allocation for clients. They also discuss the products and strategies that they use within The Bucket Plan, so tune in!